LWL

Leo Wealth LLC Portfolio holdings

AUM $771M
1-Year Est. Return 18.83%
This Quarter Est. Return
1 Year Est. Return
+18.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$977M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$4.06M
3
+$2.84M
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$2.78M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$2.44M

Top Sells

1
+$44.9M
2
+$3.07M
3
+$2.71M
4
ABBV icon
AbbVie
ABBV
+$1.4M
5
CCI icon
Crown Castle
CCI
+$1.38M

Sector Composition

1 Technology 11.8%
2 Healthcare 11.3%
3 Consumer Discretionary 3.84%
4 Consumer Staples 2.42%
5 Financials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$277K 0.03%
+1,339
277
$277K 0.03%
3,757
+116
278
$277K 0.03%
1,579
279
$275K 0.03%
4,747
+241
280
$272K 0.03%
+1,037
281
$272K 0.03%
2,898
-999
282
$272K 0.03%
476
+8
283
$267K 0.03%
1,632
+3
284
$259K 0.03%
3,873
+329
285
$257K 0.03%
2,815
+283
286
$256K 0.03%
3,452
287
$256K 0.03%
884
+13
288
$254K 0.03%
9,052
-787
289
$251K 0.03%
4,636
+285
290
$251K 0.03%
2,027
-13
291
$247K 0.03%
253
-10
292
$247K 0.03%
913
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293
$246K 0.03%
3,249
+23
294
$245K 0.03%
2,577
+260
295
$242K 0.02%
2,363
+13
296
$241K 0.02%
8,115
+207
297
$239K 0.02%
2,344
+233
298
$234K 0.02%
5,238
-27,865
299
$234K 0.02%
10,542
300
$229K 0.02%
+3,590
10 11
12
13 14